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Dollar General
DG

Overview Fund Activity

1,163 hedge funds and large institutions have $43.5B invested in Dollar General in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 464 increasing their positions, 427 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
-24
Holders Change %
-2.02%
% of All Funds
20.48%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
140
Increased
464
Reduced
427
Closed
153
Calls
$555M
Puts
$480M
Net Calls
+$75M
Net Calls Change
+$108M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.03B
2
Capital World Investors
Capital World Investors
California
$2.66B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$401M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$961M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.64B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$633M
5
Allianz Asset Management
Allianz Asset Management
Germany
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
926
RDA Financial Network
Iowa
$229K +$229K +1,128 New
AC
927
Avestar Capital
New York
$228K -$79.2K -374 -26%
LSAG
928
Lake Street Advisors Group
New Hampshire
$228K +$7.1K +35 +3%
GSEP
929
Golden State Equity Partners
California
$227K +$227K +1,119 New
MCM
930
Maryland Capital Management
Maryland
$226K +$5.07K +25 +2%
FMT
931
First Mercantile Trust
Tennessee
$225K -$326K -1,609 -59%
AG
932
AIA Group
Hong Kong
$224K -$220K -1,086 -50%
WA
933
Wealth Alliance
New York
$223K -$216K -1,066 -49%
OIA
934
OneDigital Investment Advisors
Kansas
$222K +$222K +1,096 New
CIA
935
Capital Investment Advisors
Georgia
$221K -$87K -430 -28%
WSTAM
936
Wilbanks Smith & Thomas Asset Management
Virginia
$221K -$7.29K -36 -3%
FCB
937
First Command Bank
Texas
$221K +$102K +505 +86%
FCFS
938
First Command Financial Services
Texas
$221K +$102K +505 +86%
CA
939
Calton & Associates
Florida
$220K -$6.9K -34 -3%
PGAM
940
Princeton Global Asset Management
New Jersey
$219K -$31.8K -157 -13%
6M
941
6 Meridian
Kansas
$219K +$219K +1,080 New
VIM
942
Vista Investment Management
Pennsylvania
$218K +$218K +1,077 New
BBHC
943
Brown Brothers Harriman & Co
New York
$216K -$33K -162,760 -13%
CCM
944
CAAS Capital Management
New York
$214K +$214K +1,057 New
SIA
945
SeaBridge Investment Advisors
New Jersey
$213K – – –
ACP
946
Aviance Capital Partners
Florida
$211K – – –
RC
947
Roundview Capital
New Jersey
$210K – – –
BHBT
948
Burke & Herbert Bank & Trust
Virginia
$209K – – –
PCA
949
Providence Capital Advisors
North Carolina
$208K – – –
TWA
950
TCI Wealth Advisors
Arizona
$208K +$13.3K +66 +7%
36 37
38
39 40